Pricing: transparent monthly plans for every role | AdvisoryAI

Give us 30 minutes. See how you can get your nights back.

For 30 mins of your time, you will:

See our AI meeting notes, report builder, compliance checker, and more

Build your firm's template into Emma

Build your firm's suitability template into Emma

Get a 14-days free trial to try our AI research assistant with your data

Get a 14-days free trial to try Atlas AI

Get a £50 Amazon voucher as a thank you for time

£50 Amazon voucher as a thank you

Get a £50 Amazon voucher as a thank you

Join 2,000+ advisers across 400+ UK firms

Join 2,000+ advisers

across 400+ firms


Join 2,000+ advisers across 400+ UK firms

Join 2,000+ advisers across 400+ UK firms

  • 80%

    From 1.5 hrs to less than an hour

    “An annual meeting note would take me 1.5 hours. But with AdvisoryAI, it now takes me 15 minutes”

    Brooks Macdonald (formerly LIFT Financial Group)

  • +70%

    From 4-6 hrs to less than an 1 h

    "Everything AdvisoryAI creates is instantly available across the platform.”

    Baris Furlonger, Bluecoat

  • 95%

    95% accuracy on automated compliance checks. 100% control before sending to your clients.

See how Brooks MacDonalds transformed their
client services with AdvisoryAI

As featured in

FAQs

Have a question? We're happy to chat

Have a question? We're happy to chat

For questions or partnerships,



contact us at team@advisoryai.com

How much does Advisory AI cost?

Does it work with my back-office system?

Is my client data safe?

Will it produce consistent reports every time?

How do I calculate the ROI?

What's the proof of Atlas' capabilities?

Do I have to use your report templates?

  • 80%

    From 1.5 hrs to less than an hour

    “An annual meeting note would take me 1.5 hours. But with AdvisoryAI, it now takes me 15 minutes”

    Brooks Macdonald (formerly LIFT Financial Group)

  • +70%

    From 4-6 hrs to less than an 1 h

    "Everything AdvisoryAI creates is instantly available across the platform.”

    Baris Furlonger, Bluecoat

  • 95%

    95% accuracy on automated compliance checks. 100% control before sending to your clients.

Your data. Your templates. Your meeting. You decide.

Your data. Your templates. Your meeting. You decide.

✔ Reports from your templates ✔ 14-days free trial. No credit card. ✔ £50 Amazon for your time

✔ Reports from your templates

✔ 14-days free trial. No credit card.

✔ £50 Amazon for your time

✔ Reports from your templates ✔ 14-days free trial.

✔ £50 Amazon for your time

Subscribe to our weekly newsletter: The Advice Gap

AI platform for financial advisory firms

Summarize with AI

For questions or partnerships,

contact us at team@advisoryai.com